Moving beyond admin with back office decisions

Financial advisers have long known the importance of one little word – service. Being able to offer an outstanding service can be the difference between keeping the long term loyalty of a client or, quite simply, losing them to someone who can. Advisers also know that good service comes at a cost. Consider all the hours spent collecting client data or chasing valuations, which inevitably will have a considerable impact on time and budget, and it is no wonder that advisers are demanding much more from their ‘client management’ or ‘back office’ system. Less than a decade ago a ‘back off...